Shopify (SHOP) is scheduled to report its first-quarter 2025 results on May 8.For the to-be-reported quarter, Shopify expects revenues to grow at a mid-twenties percentage rate on a year-over-year basis.The Zacks Consensus Estimate for revenues is currently pegged at $2.33 billion, suggesting growth of 25.24% from the year-ago quarter’s reported figure.The consensus mark for earnings is pegged at 26 cents per share, unchanged over the past 30 days and indicating 30% growth from the figure reported in the ye ...

其中 Duolingo 宣称，将逐步停止使用外包员工来完成可以由 AI 处理的工作，无论是招聘还是团队的绩效 评估等，AI 都将成为一个核心因素。 AI 取代人类工作的步伐正在加速，前几天 Duolingo 和 Shopify 纷纷发布了 AI 优先政策，宣布将以 AI 为 核心。不仅将使用 AI 成为所有人的一项基本要求，而且将逐步用 AI 取代一些人类的工作。 事实上，Duolingo 在 2023 年底裁减了约 10% 的合同工，部分原因是引入了如 GPT-4 等生成式 AI 模 型，以简化内容制作和翻译流程。 最近，Duolingo 更是推出了 148 门由 AI 创建的新语言课程，成为公司历史上最大规模的内容扩展。这些 课程主要面向初学者，包含阅读理解的 Stories 和听力训练的 DuoRadio 等功能。 Duolingo 说， 过去他们开发前 100 门课程耗时约 12 年，而现在借助 AI 技术，在不到一年的时间里就能 完成近 150 门课程的创建 。 因此 CEO Luis von Ahn 表示， Duolingo 正在转型为"AI 优先"模式，计划逐步停止使用合同工来完成可 由 AI ...

Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of ...

As you can already tell from the title, I'm downgrading Shopify Inc. (NASDAQ: SHOP ) stock to a Sell ahead of Q1 2025 earnings on May 8th, as II’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure: I/w ...

The upcoming report from Shopify (SHOP) is expected to reveal quarterly earnings of $0.26 per share, indicating an increase of 30% compared to the year-ago period. Analysts forecast revenues of $2.33 billion, representing an increase of 25.2% year over year.The consensus EPS estimate for the quarter has undergone a downward revision of 2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe ...

Core Viewpoint - The current market volatility presents attractive entry opportunities for retail investors in fundamentally strong companies despite concerns over U.S.-China trade relations and economic uncertainties [1][2]. Group 1: Broadcom - Broadcom's stock has declined nearly 22% from its December 2024 high, primarily due to trade war fears, yet it remains a strong buy due to its robust AI strategy and financial health [3][7]. - The company focuses on custom XPUs for hyperscaler clients, which enhances performance and energy efficiency, with an estimated addressable market of $60 billion to $90 billion by 2027 [4][5]. - Broadcom reported a 25% year-over-year revenue increase and a 44% surge in operating income in the recent quarter, trading at a forward P/E of 29.4, significantly lower than its five-year average of 70.5 [7]. Group 2: Shopify - Shopify's stock is down nearly 25% from its February 2025 high, but it has achieved a 31% year-over-year revenue growth and a 17% operating margin, with an annual gross merchandise value of $300 billion [8][11]. - The company provides a comprehensive tech-powered omnichannel setup for merchants and is expanding its reach to larger global brands, with significant growth potential in international markets [9][10]. - Despite a forward P/E ratio of 66.2, above its five-year average of 39, the valuation is justified by its diversified business model and expected revenue growth of 25.3% year-over-year to $2.33 billion [11]. Group 3: Vertex Pharmaceuticals - Vertex Pharmaceuticals' shares have increased by nearly 23.9% in 2025, with strong growth potential driven by its dominance in the cystic fibrosis market and robust revenue visibility from its key drug, Trikafta/Kaftrio [12][13]. - The company is also expanding into blood disorders and pain management, with new treatments like Journavx and Casgevy showing promise in large patient markets [14]. - Vertex has solid financials, with $11.2 billion in cash and minimal debt, and a forward P/E of 24.2, indicating it is a worthwhile investment [15]. Group 4: Intuitive Surgical - Intuitive Surgical's shares have remained flat in 2025, but the company has a strong global presence with over 10,000 da Vinci systems installed, positioning it for future growth despite trade war challenges [16]. - The company reported an 18.5% year-over-year procedure growth and a 19% revenue increase in the first quarter of 2025, with its latest da Vinci 5 system gaining traction [17]. - Intuitive Surgical is developing advanced features for its systems and computational technologies that provide valuable insights for surgeons, which are expected to differentiate the company in the long run [18][19]. - Although the forward P/E of 56.6 may seem high, it reflects the company's market dominance and growth prospects, making it a smart investment choice [20].

It can be challenging to go through a stock market sell-off. Watching equities you own lose significant value practically overnight is never fun.However, it's essential to make the most of it, and one of the best ways to do that is to look for great stocks to buy while they're down. There's usually no shortage of those during downturns.This time is no different. Here are two great examples: Shopify (SHOP -4.00%) and Apple (AAPL 0.79%). Read on to find out why these top stocks are worth investing in for the ...

Shopify (SHOP) is currently overvalued, as suggested by a Value Score of F. In terms of the 12-month Price/Sales, SHOP is currently trading at 11.10X compared with the broader Computer & Technology sector's 5.58X. Price/Sales Ratio (Forward 12 Months) Image Source: Zacks Investment Research SHOP shares have plunged 7.2% in the year-to-date period compared with the broader Zacks Computer & Technology sector's decline of 11.3%. The Zacks Internet - Services industry has risen 13.3% in the same time frame. YTD ...

Shopify (SHOP) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this cloud-based commerce company have returned +0.5%, compared to the Zacks S&P 500 composite's -4.3% change. During this period, the Zacks Internet - Services industry, which Shopify falls in, has lost 5.1%. The key question now is: What could be the stock's future direc ...

Core Viewpoint - Shopify is facing a revived data privacy class action lawsuit in the U.S. after a ruling by the full 9th Circuit Court of Appeals, which could have significant implications for online companies regarding jurisdiction and accountability [1][3]. Legal Context - The class action lawsuit was initially dismissed but was reinstated by a 10-1 decision from the full 9th Circuit, allowing the case to proceed in California [1][3]. - The lawsuit alleges that Shopify installed tracking software on users' devices without consent and profited from selling user data to other retailers [2][3]. - The court's ruling indicates that Shopify can be sued in California due to its targeted actions towards California residents, which may set a precedent for other internet-based companies [3]. Financial Performance - Shopify reported a 31% increase in revenue for Q4 2024, totaling $2.81 billion, and a 26% rise in full-year revenue to $8.88 billion [4]. - Subscription revenue also saw a 9.1% increase, reflecting the company's growth trajectory [4]. - Shopify holds over 12% of the U.S. eCommerce market share, indicating its strong position in the industry [5].